MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $2.08B
1-Year Est. Return 17.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$65.2M
2
+$39.1M
3
+$28.3M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$26.6M
5
AAPL icon
Apple
AAPL
+$10.9M

Top Sells

1
+$16.5M
2
+$7.29M
3
+$5.83M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.51M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.69M

Sector Composition

1 Technology 25.07%
2 Financials 9.18%
3 Healthcare 7.43%
4 Communication Services 6.15%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$271K 0.02%
+10,365
477
$269K 0.02%
+3,990
478
$269K 0.02%
6,360
-89
479
$269K 0.02%
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480
$264K 0.02%
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481
$263K 0.02%
3,428
-45
482
$263K 0.02%
+1,281
483
$261K 0.02%
14,556
484
$254K 0.02%
7,913
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485
$253K 0.02%
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486
$253K 0.02%
1,426
-398
487
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2,466
-14
488
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2,607
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489
$239K 0.02%
+7,403
490
$238K 0.02%
+1,438
491
$237K 0.02%
+6,260
492
$235K 0.02%
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493
$234K 0.02%
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494
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495
$231K 0.02%
1,288
-27,714
496
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497
$230K 0.02%
4,784
-50
498
$229K 0.02%
+1,096
499
$227K 0.02%
10,662
-1,710
500
$227K 0.02%
1,101
-517
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